630 hedge funds and large institutions have $12.8B invested in Okta in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 197 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-20
Holders Change %
-3.08%
% of All Funds
9.16%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
77
Increased
269
Reduced
197
Closed
89
Calls
$739M
Puts
$414M
Net Calls
+$325M
Net Calls Change
-$8.79M
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
451
Forum Financial Management
Illinois
$230K -$1.03K -11 -0.4%
HPC
452
HM Payson & Co
Maine
$229K
I
453
INVST
Indiana
$226K +$226K +2,394 New
NYLIM
454
New York Life Investment Management
New York
$225K -$14.6K -156 -6%
OAM
455
Ostrum Asset Management
France
$221K +$11.8K +126 +6%
QC
456
Quent Capital
New York
$220K +$2.81K +30 +1%
GT
457
Greenleaf Trust
Michigan
$216K -$7.68K -82 -3%
BP
458
Ballentine Partners
Massachusetts
$215K -$32.9K -351 -13%
TRCT
459
Tower Research Capital (TRC)
New York
$214K +$212K +2,266 +9,442%
SW
460
Schulz Wealth
Texas
$214K
MYAM
461
Meiji Yasuda Asset Management
Japan
$207K -$1.87K -20 -0.9%
BRWA
462
B. Riley Wealth Advisors
Florida
$207K -$59.6K -637 -22%
CAM
463
Claret Asset Management
Quebec, Canada
$207K +$22K +235 +12%
AFG
464
Atomi Financial Group
New York
$206K +$206K +2,200 New
LSA
465
L & S Advisors
California
$206K +$206K +2,200 New
RIM
466
Rakuten Investment Management
Japan
$203K +$77K +834 +61%
EWA
467
EverSource Wealth Advisors
Alabama
$197K +$165K +1,754 +514%
TAM
468
Tucker Asset Management
Colorado
$196K +$188K +2,010 +2,544%
CF
469
Corebridge Financial
Texas
$190K +$190K +2,031 New
WTG
470
West Tower Group
Virginia
$187K
SS
471
Sunbelt Securities
Texas
$166K -$12.3K -131 -7%
PS
472
Principal Securities
Iowa
$159K +$10.6K +113 +7%
A
473
AlphaQuest
New York
$150K +$150K +1,599 New
APW
474
Acima Private Wealth
Virginia
$148K
WPWM
475
Western Pacific Wealth Management
Illinois
$148K